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Pegasystems

415 hedge funds and large institutions have $5.12B invested in Pegasystems in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 145 increasing their positions, 99 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $3.09B → $5.12B (+$2.03B)

46% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 99

27% more funds holding

Funds holding: 328415 (+87)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7.03% more ownership

Funds ownership: 103.58%110.6% (+7%)

27% less call options, than puts

Call options by funds: $55.9M | Put options by funds: $76.6M

Holders
415
Holders Change
+87
Holders Change %
+26.52%
% of All Funds
5.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
144
Increased
145
Reduced
99
Closed
54
Calls
$55.9M
Puts
$76.6M
Net Calls
-$20.7M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$974 -$8.24K -182 -91%
CFO
402
CVA Family Office
Colorado
$758 -$634 -14 -50%
SC
403
Swan Capital
Florida
$758 +$634 +14 New
BI
404
Binnacle Investments
Iowa
$650 -$181 -4 -25%
SIC
405
SJS Investment Consulting
Ohio
$650
ADL
406
Asset Dedication LLC
California
$542
HIA
407
HFM Investment Advisors
New Jersey
$541 +$453 +10 New
RAM
408
Riggs Asset Management
Pennsylvania
$434 +$362 +8 New
SIS
409
Sound Income Strategies
Florida
$433 -$3.35K -74 -90%
AF
410
Advisornet Financial
Minnesota
$433 +$362 +8 New
RWM
411
Rialto Wealth Management
New York
$325 +$272 +6 New
BHWM
412
Bay Harbor Wealth Management
Maryland
$324 +$181 +4 +200%
MCM
413
MV Capital Management
Maryland
$217 -$91 -2 -33%
PWM
414
Parkworth Wealth Management
California
$217 +$91 +2 +100%
TIM
415
Tortoise Investment Management
New York
$108 +$91 +2 New
TGA
416
TPG GP A
Texas
-$141M -4,045,466 Closed
BBCM
417
Broad Bay Capital Management
New York
-$21.5M -619,460 Closed
Qube Research & Technologies (QRT)
418
Qube Research & Technologies (QRT)
United Kingdom
-$18.8M -541,020 Closed
Adage Capital Partners
419
Adage Capital Partners
Massachusetts
-$17.4M -500,000 Closed
Jane Street
420
Jane Street
New York
-$9.96M -219,896 Closed
SC
421
SummitTX Capital
Texas
-$5.01M -144,072 Closed
CM
422
Capula Management
Cayman Islands
-$2.76M -79,344 Closed
AM
423
AGF Management
Ontario, Canada
-$2.38M -68,506 Closed
XT
424
XTX Topco
Cayman Islands
-$2.35M -67,504 Closed
CP
425
CenterBook Partners
Connecticut
-$1.98M -56,854 Closed

PEGA Hedge Fund Activity: Q2 2025 in Review

415 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q2 2025, worth a combined $5.12B — up 66% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PEGA positions and 54 closed out — a net gain of 90 holders — while 145 added to existing stakes and 99 trimmed.

The largest buyer was BlackRock, adding an estimated $171M. The largest seller was TPG GP A, exiting entirely with an estimated $141M sold.

  • 415 institutional investors held Pegasystems (PEGA) as of Q2 2025, up from 328 in Q1 2025.
  • Funds reported $5.12B of Pegasystems stock for Q2 2025, up 66% quarter-over-quarter.
  • 144 funds opened new Pegasystems positions in Q2 2025 and 54 closed out, a net change of +90 holders.
  • The largest Pegasystems buyer in Q2 2025 was BlackRock, an estimated $171M added.
  • The largest Pegasystems seller in Q2 2025 was TPG GP A, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2025.